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A 1031 Exchange can be confusing and stressful leading many 1031 exchange investors to make critical mistakes.
Retirement COVID-19 Financial Planning By Jeffrey Bangerter on Aug 13, 2020This is the second part in a series on Retirement and COVID-19. Read Part 1 here. In our previous post, we began to look at the questions that may be on the minds of individuals either nearing or entering retirement in this current state of disruption caused by the far-reaching effects of the COVID-19 pandemic. As mentioned, I recently had the opportunity to address many of these questions during a TV interview with local station KMAX and I wanted to provide some insights from that interview her...
Retirement COVID-19 Financial Planning By Jeffrey Bangerter on Jul 29, 2020There are very few life events that have not been impacted by the effects of the COVID-19 pandemic on the world we live in. Just look at education, sports, entertainment or more memorable events like births, graduations, weddings, anniversaries, and funeral services. All have been disrupted in their own unique ways. Yet there is another life event, less discussed but equally influenced by economic ravages of the virus, and it is perhaps one we should give our heightened attention to. It is retir...
Retirement COVID-19 Financial Planning By Jeffrey Bangerter on Jul 01, 2020
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Roseville, California:
1380 Lead Hill Blvd., Suite 180
Roseville, CA 95661
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There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.
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